MWP Advisory
Overview
MWP Advisory is a private investment firm specializing in equity investments in wealth management firms. The firm focuses on companies with strong recurring cash flow and potential for value appreciation. MWP Advisory manages assets totaling approximately $1.27 billion as of December 31, 2024. The firm does not charge a management fee but is reimbursed for expenses as disclosed in the Offering Documents. Investors must meet specific criteria, with a minimum subscription of $5 million. MWP Advisory has not been subject to any legal, regulatory, or disciplinary events. The firm has implemented a Code of Ethics and allows Supervised Persons to trade in the same securities recommended to investors, with oversight to mitigate conflicts of interest. MWP does not use brokers for securities transactions and may execute principal transactions in the Company to act in the best interest of investors. The firm monitors investments regularly and provides audited financial statements to investors. MWP and its management have no adverse financial conditions that would impair their obligations to the Company.
Investment Focus
- Minimum subscription of $5 million
- Specific investor criteria as disclosed in Offering Documents
Portfolio Companies
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Frequently asked questions about MWP Advisory
What sectors does MWP Advisory invest in?
MWP Advisory invests in Financial Services and Wealth Management, and is based in New York, United States. MWP Advisory is listed as a private investment firm in the ConnectSafely investor database.
What stage does MWP Advisory invest at?
MWP Advisory backs companies at Growth, Late Stage and Pre-IPO, writing cheques of 5M - 50M.
Which regions does MWP Advisory invest in?
MWP Advisory invests across United States.
What companies has MWP Advisory invested in?
MWP Advisory's portfolio includes Wealth Management Firm A and Wealth Management Firm B.
Last updated · Source: ConnectSafely investor database
